STRATEGY

Uniquely combining private equity & real estate investment, sponsoring direct investment on a deal-by-deal basis across Asia 

WHY ASIA WORKS DIFFERENTLY

Asia is the fastest growing market in the world...

As the most dynamic region globally today, Asia offers a wide range of investment opportunities, driven by growing urbanization & the rise of the middle class

In particular, the real estate industry in Asia has grown substantially and is one of the largest sectors for both domestic & foreign investment across the region

...but with high growth, comes high volatility

The rapid growth over the past 30 years has come at the cost of stability - markets are unpredictable and shift much more rapidly vs. the West; in Asia, timing is everything

Real estate, especially in Asia, is highly local & specialized 

While real estate is always a local business, the Asian real estate industry is particularly dominated by locals, particularly family-run companies & local conglomerates

Unlike in the West, real estate as a listed operating business is common & widespread

In every major Asian market, many of the largest listed companies are real estate players

WHAT MAKES EXS UNIQUE

EXS adapts to Asia's unique markets by investing into real estate companies & platforms 

Rather than compete with the locals, we aim to partner with them

We don't invest into individual assets, but into real estate companies & management teams, such that we can form a partnership to grow the platform as a whole

We invest in multiple stages into the same platform over the long term, with the ultimate goal of realizing value for the platform through an IPO, REIT listing, or platform sale

EXS has two main focuses

Traditional Real Estate Developers

  • Traditional developers of residential, commercial and/or hospitality real estate
     

  • Proven execution ability with good product design & quality as well as ability to originate
     

  • Strong local expertise, networks, and knowledge in a particular geography

EXS sponsors & invests into each project on a platform-by-platform approach

Given Asian volatility & the long cycle for real estate assets, we do not believe blind pool closed-end funds work well​

A deal-by-deal approach allows us to flexibly partner with management teams, with no artificial fund deadlines - each deal can have its own structure, instrument, tenor, etc.

We sponsor multiple rounds of investment over time, from our own managed funds as well as from co-investors, with the goal of gradually growing the company's valuation while decreasing their cost of capital

Sector Specialists

  • Specialized management teams focused on thematic real estate sectors
     

  • Alternative asset classes within real estate such as data centers, logistics, healthcare, etc.
     

  • Regional or global focus across multiple jurisdictions

The ultimate goal is to realize value through an IPO, REIT listing, or platform sale

We strongly believe that for Asian real estate platforms the whole is worth much more than the sum of its parts

Rather than dispose assets one-by-one like a traditional closed-end fund, we want to build a lasting business and preserve its value as a platform

Ultimately our strategy allows both investors & management to significantly grow their wealth

EXS

HONG KONG

22/F, The Lucky Building
39 Wellington Street
Central, Hong Kong
Phone: +852 3752 8888

SINGAPORE

15/F, 71 Robinson Road
Singapore 068895 
Phone: +65 6206 5800

CAYMAN ISLANDS

27 Hospital Road, George Town

Grand Cayman KY-9008

Cayman Islands 

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INFO / CAREERS

info@exs.com

© 2020 by EXS Capital Group